See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,133 | $133,958+11.3% | $112,228+32.9% | $134,475+10.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -20.70% | 47.11%-67.8pp | 27.45%-48.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,671 | $4,038+15.7% | $3,635+28.5% | $4,740-1.4% |
| Participant deferral / active EE | $11,557 | $5,291+118.4% | $4,728+144.4% | $6,400+80.6% |
| Admin fee / account holder | $31 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |